MP Materials accuses USA Rare Earth of tech theft
MP Materials (NYSE: MP) has issued a lawsuit against USA Rare Earth (Nasdaq: USAR) alleging that its rare earth mining rival stole its proprietary magnet technology through an ex-employee. The…
MP Materials
China’s rare earths lead seen lasting post-summit: BMI
China’s stranglehold on the global rare earths supply is expected to “stay firmly in place” despite the recent summit between its President Xi Jinping and his United States counterpart Donald…
Rare earths get bulk of Trump’s ‘uneven’ $18.6B funding despite small role
Despite the Trump administration investing around $18.6 billion into critical mineral projects, the investment push is lopsided, with the rare earth supply chain receiving far more funding than other metals,…
Morgan Stanley flags five miners in space value chain
With a potential initial public offering (IPO) of SpaceX drawing closer, investors are increasingly turning their attention to the broader space economy and the companies positioned to benefit from its…
USA Rare Earth boosts Western supply chain in $2.8B deal for Brazil producer
USA Rare Earth (Nasdaq: USAR) plans to acquire Brazilian rare earths producer Serra Verde Group for a total value of about $2.8 billion, a move that could position the new…
Moonshot puts global metals scramble on display
Artemis II is set to lift off tomorrow, spotlighting the geopolitical race for the metals behind modern spaceflight. The flight around the Moon, without landing, will carry astronauts aboard the…
Aclara nears new rare earth supply chain outside China
Aclara Resources (TSX: ARA) has inaugurated its rare earths separation pilot plant in Virginia, marking the start of one of the few integrated supply chains for the metals outside of…
Rare earth supply crunch triggers global power shift
Governments and industry are scrambling to loosen China’s grip on rare earths, but new supply will arrive too slowly to prevent shortages, shifting pricing power to a handful of miners…
MP Materials builds $1.25B Texas magnet plant
MP Materials (NYSE: MP) is due to break ground within days on a billion-dollar rare earth magnet manufacturing campus near Dallas. The $1.25-billion project, dubbed 10X, is expected to “dramatically…
Generals join critical-mineral boardroom arms race
Critical-mineral juniors are snapping up retired U.S. military leaders to help win Washington funding, echoing a playbook uranium producers pioneered years ago when they recast domestic nuclear fuel as a…
Uranium market gathers momentum in 2026: Sprott
The global uranium market entered 2026 with strong momentum, with spot prices surging by about a quarter in January to above $100 per lb. for the first time in two…
Infographic: North America’s next rare earths mine?
Rare earths – essential components in electronics, defence applications and electric vehicle batteries – are hot geopolitical items as Western countries seek to secure supplies outside of Chinese control. Exploration…